National Oilwell Varco, Inc. (NOV)

Apache99 (30.46) Submitted: 2/29/08 3:23 PM : Start Price: $62.53 NOV Score: -28.70

An undervalued worldwide provider of equipment and components used in oil and gas drilling and production operations, oilfield services, and supply chain integration services to the upstream oil and gas industry.

Report this Post Replies: 0 | Reply | Permalink

assassin1979 (< 20) Submitted: 12/06/06 2:45 PM : Start Price: $33.51 NOV Score: 7.47

Near monopoly in oil field service equipment, largest backlog in history over $5B, stable to increasing oil prices, expect to beat on the consensus numbers and see 40% upside to share price trading at only 14X next years earnings well below the avera...

Report this Post Replies: 1 | Reply | Permalink

Pilgreen12 (< 20) Submitted: 10/03/06 7:19 PM : Start Price: $26.61 NOV Score: 21.70

In 1849, it was the merchants who got rich NOT the gold prospectors. Life is no different today than in 1849, I like being the supplier. Unless oil falls below $40 BBL, the oil companies and natioanlized oil companies will keep drilling and NOV is...

Report this Post Replies: 0 | Reply | Permalink

LEGMAKER (< 20) Submitted: 6/18/08 11:08 AM : Start Price: $82.82 NOV Score: -37.56

Congress has finally decided to consider what President Reagan had proposed in the 1980's. The opening of our coastline to drill seems to be a great move in trying to keep the price of oil down, not only will it do this, but it will also help the Un...

Report this Post Replies: 1 | Reply | Permalink

gold54 (78.81) Submitted: 11/22/06 12:18 PM : Start Price: $30.71 NOV Score: 13.43

The company has developed a leading franchise at the high end of the drilling machinery market, as the requirements for new drilling rigs today fall principally within NOV's capabilities. Overall demand for their equipment and supplies iis high and e...

Report this Post Replies: 0 | Reply | Permalink

TheGarcipian (98.67) Submitted: 6/04/07 4:16 AM : Start Price: $47.87 NOV Score: -8.72

Another oil-n-gas sector play... nice stats, though. Wouldn't mind personally owning some of these shares: profit/operating margins at 11% & 17%, RoA & RoE at 10% & 17%, very strong YoY growth on revenue (43%) and earnings (129%), cash-on-hand as wel...

Report this Post Replies: 0 | Reply | Permalink

FOOLBEFREE (28.27) Submitted: 5/22/07 2:14 PM : Start Price: $46.56 NOV Score: -7.51

Supplies equipment to deep water drillers, where the action is and will be in the next few years. NOV can still go up from here, PEG (5Yrs) is below 1, 0.54, EPS growth estimates are 28% for next 5 years, past 5 yrs were 25%. This may mean P/E coul...

Report this Post Replies: 1 | Reply | Permalink

NateUnix (< 20) Submitted: 12/28/06 12:02 AM : Start Price: $31.02 NOV Score: 13.36

The refinery sector will continue to be a cash cow, but the jackup rigs will be an increasingly profitable portion of the companies revenues over the coming years as the world production continues to seek new areas to drill for oil, aka offshore of C...

Report this Post Replies: 0 | Reply | Permalink

EmmyKaye (79.08) Submitted: 2/21/07 6:10 PM : Start Price: $33.80 NOV Score: 8.69

With the average age of drilling rigs approaching 25 years, they are ready for the scrap heap and NOV stands to benefit from the replacement cycle no matter what happens to the price of oil in the near term.

Report this Post Replies: 0 | Reply | Permalink

reddingrunner (< 20) Submitted: 8/08/07 12:25 PM : Start Price: $59.06 NOV Score: -19.71

I don't generally buy stocks that have doubled in the past year but I found this via a rigorous stock screen. I'm bullish on energy stocks anyway (long term) and with their growth, cash flow and huge backlog this company is still way undervalued at ...

Report this Post Replies: 0 | Reply | Permalink